Save Sent or Received eReferrals/eConsults as a Document Instead of an Encounter Note – OceanMD

Ocean makes it easy to configure where eConsults and/or eReferrals, either sent or received to your site, are downloaded and saved in the patient's EMR chart. By default, consults and referrals are saved in the Encounter Notes section of the patient chart.

However, you can choose to save them as a Document in the patient's Virtual Chart, with a custom Folder or Sub-Folder Type. This functionality is set within your site's Cloud Connect settings.
Note: To ensure that any file attachments are automatically imported to Accuro, we strongly recommend that eReferral users select the 'Documents' option for both sent and received referrals.

You must have Site Admin access to your Ocean Site to configure your Cloud Connect settings.

Under the 'Referrals' heading, set the 'Save Sent Referrals as' and 'Save Received Referrals as' settings to 'Documents'.

Specify the desired Accuro document folder (mandatory) and subfolder (optional) for each.
Click 'Save'.

Consults and/or referrals sent or received through Ocean will now download as a document under the specified Folder or Sub-Folder type.

Quick Tip: Cloud Connect accesses your EMR's existing list of folders/subfolders. If you would like to add a custom folder for sent or received Ocean eReferrals/eConsults, you must do so within Accuro first.

You can do this by opening a patient chart, selecting 'EMR', opening the 'Virtual Chart', and clicking 'Upload Document'. Next, open the 'Destination Folder' dropdown and select '--Manage--' at the top. This will open the 'Manage Patient Folders' area, where you can add/delete/edit document folders in Accuro.

For Recipient Ocean Sites, Ocean will automatically download the referral record PDF and any attachments as separate documents in the patient's Virtual Chart. This is to allow the attachments to be further categorized, if desired. The name of each document will be prefixed with "eReferral -" for the referral record PDF, and "eReferral Attachment -" for the attachments.

For Recipient Ocean Sites, once an eConsult and/or eReferral is marked as 'Completed' in Ocean, the entire consult or referral record PDF (including any additional notes, messages, or attachments), will re-download as a single document in the patient's Virtual Chart. The prefix for this document will be "eReferral Completed -".

For Referral Sender sites, when an eConsult and/or eReferral is sent through in Ocean, the entire consult or referral record (including attachments), will download as a single document in the patient's Virtual Chart. The prefix for this document will be "eReferral -".

To have Ocean automatically assign the Document Provider for each Document, Accuro users can optionally enable the 'Automatically assign Referral Documents to providers in Accuro' setting in Cloud Connect.